Portfolio management software
Budget: ₹37,500 – ₹75,000 INR
Hi. I am a funds Manager and I need a desktop application to manage my clients' financial data.
NOTE: I DON'T want an app developed from scratch. I am interested if anyone already has a similar previously developed app which can just be customized for our needs.
I need an integrated Indian Stock Market Software for doing Fundamental Analysis, Technical Analysis and Portfolio Management for the Indian Market (NSE, BSE, NSE F&O, MCX and NCDEX). It should integrate technical and fundamentals for investors. It will draw data from brokers/ financial institutions like Profitmart, India Infoline etc. and compile data for each client including, initial amount invested, returns on the investment, profit percentage, what stocks were purchased, bought and sold on which day, etc. Also there will be a graphical representation of the holdings in a pie chart and/or a line graph showing how his/ her stocks have performed in the last few weeks/ months. It will be connected to the client's DMAT account from where it will draw all the data and show a clear presentation of it on my screen.
The following features and functionalities would be preferred:
All Clients Contracts Notes, Muti clients trade file of broker to be imported directly with a Click of a button or Auto
Daily Trades to be imported for clients directly from trade file
MF Reports to be imported for all clients from CAMS
Centralised data with Cloud base Access so could be accessed from any where.
Multi level Access so can Provide access only for Imports or only reports
Easy Imports of Portfolio fromany excel
FnO all Trades Import and it PnL
Link with Live Mkt price, so can get Alerts during Mkt of the SL or TGT if reached.
Import of Bank Statement into the Software, and direct link to tally so can give CA directly for Filling.
Reports:
All Reports required for IT filling of Clients at the end of the Year.
Capital Gain Report; Holding Stmt, P&L, Ledger Report.
Search based on Stock should show which clients holding it it Buy price & Qty
Purchase Price & Purchase Date with % profit 0r Loss at any time for any stock of any Client.
MF Reports with Actual PnL not like the one showed in CAMSor IFA planet softwares
Current PnL Report of Any Client on one Click
Any Client Any time any particular Stock all trades with its Pnl.
Trade wise search, should show in which clients portfolio is available.
NOTE: I DON'T want an app developed from scratch. I am interested if anyone already has a similar previously developed app which can just be customized for our needs.
I need an integrated Indian Stock Market Software for doing Fundamental Analysis, Technical Analysis and Portfolio Management for the Indian Market (NSE, BSE, NSE F&O, MCX and NCDEX). It should integrate technical and fundamentals for investors. It will draw data from brokers/ financial institutions like Profitmart, India Infoline etc. and compile data for each client including, initial amount invested, returns on the investment, profit percentage, what stocks were purchased, bought and sold on which day, etc. Also there will be a graphical representation of the holdings in a pie chart and/or a line graph showing how his/ her stocks have performed in the last few weeks/ months. It will be connected to the client's DMAT account from where it will draw all the data and show a clear presentation of it on my screen.
The following features and functionalities would be preferred:
All Clients Contracts Notes, Muti clients trade file of broker to be imported directly with a Click of a button or Auto
Daily Trades to be imported for clients directly from trade file
MF Reports to be imported for all clients from CAMS
Centralised data with Cloud base Access so could be accessed from any where.
Multi level Access so can Provide access only for Imports or only reports
Easy Imports of Portfolio fromany excel
FnO all Trades Import and it PnL
Link with Live Mkt price, so can get Alerts during Mkt of the SL or TGT if reached.
Import of Bank Statement into the Software, and direct link to tally so can give CA directly for Filling.
Reports:
All Reports required for IT filling of Clients at the end of the Year.
Capital Gain Report; Holding Stmt, P&L, Ledger Report.
Search based on Stock should show which clients holding it it Buy price & Qty
Purchase Price & Purchase Date with % profit 0r Loss at any time for any stock of any Client.
MF Reports with Actual PnL not like the one showed in CAMSor IFA planet softwares
Current PnL Report of Any Client on one Click
Any Client Any time any particular Stock all trades with its Pnl.
Trade wise search, should show in which clients portfolio is available.